Tech Tug Of War: Fear Vs. Greed

2026-02-12 16:40:00 ET

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Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)

Transcript

Rena Sherbill: Sara Awad from Tech Contrarians . Always great to talk to you on Investing Experts. Welcome back to the show.

Sara Awad: Thanks so much for having us. It's great to be here.

Rena Sherbill: It's always great to have you. We always get a lot of insight about the tech space and true to form as a contrarian , you also provide us with very interesting, I think, and unique takes about the tech space, which as we've mentioned so many times is almost the whole stock market at this point....

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